Frontdoor
FTDR
233 hedge funds and large institutions have $3.07B invested in Frontdoor in 2021 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 83 increasing their positions, 76 reducing their positions, and 44 closing their positions.
14% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 44
2% more funds holding
Funds holding: 228 → 233 (+5)
9% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 76
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.49% less ownership
Funds ownership: 99.26% → 98.77% (-0.49%)
14% less capital invested
Capital invested by funds: $3.57B → $3.07B (-$503M)
75% less call options, than puts
Call options by funds: $770K | Put options by funds: $3.06M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$99.6M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$52.5M |
| 3 |
IC
Impactive Capital
New York City,
New York
|
+$46M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$45.6M |
| 5 |
NSCM
New South Capital Management
Memphis,
Tennessee
|
+$44.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$125M |
| 2 |
SM
Senvest Management
New York
|
-$105M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$101M |
| 4 |
Teacher Retirement System of Texas
Austin,
Texas
|
-$73.2M |
| 5 |
OWP
Obermeyer Wealth Partners
Aspen,
Colorado
|
-$34.3M |
FTDR Hedge Fund Activity: Q4 2021 in Review
233 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Frontdoor (FTDR) for Q4 2021, worth a combined $3.07B — down 14% from $3.57B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new FTDR positions and 44 closed out — a net gain of 6 holders — while 83 added to existing stakes and 76 trimmed.
The largest buyer was ArrowMark Colorado Holdings, adding an estimated $99.6M. The largest seller was Atlanta Capital Management, cutting an estimated $125M.
- 233 institutional investors held Frontdoor (FTDR) as of Q4 2021, up from 228 in Q3 2021.
- Funds reported $3.07B of Frontdoor stock for Q4 2021, down 14% quarter-over-quarter.
- 50 funds opened new Frontdoor positions in Q4 2021 and 44 closed out, a net change of +6 holders.
- The largest Frontdoor buyer in Q4 2021 was ArrowMark Colorado Holdings, an estimated $99.6M added.
- The largest Frontdoor seller in Q4 2021 was Atlanta Capital Management, an estimated $125M sold.
Based on aggregated 13F filings for Q4 2021.